DOUGLAS A. BONEPARTH, CFP®, MBA
Financial Advisor | President
For years, Douglas Boneparth has helped his clients negotiate sales of businesses; establish legacies for future generations; purchase homes; pay off debt; and achieve financial independence. But while servicing the needs of a diverse book of business, he noticed a gaping hole in the financial services industry: financial planning and advice for Millennials, his peers. So while everyone else was chasing old money to invest, Douglas started finding people to invest in.
Douglas founded Bone Fide Wealth, a firm that provides real money advice to Millennials and young professionals. Servicing student loan debt, attending graduate school, finding creative ways to lead, and launching businesses and brands as side hustles and main hustles–he’s been there. Douglas shares a perspective with his clients that very few financial advisors in the industry can. His financial solutions are as creative as they are targeted for a generation facing new issues that warrant new solutions.
Douglas received his Bachelor of Science degree from the University of Florida and his Master of Business Administration from the NYU Stern School of Business, with concentrations in finance and management. He enjoys playing tennis, keeping his menswear fresh, and of course, making his coffee at home. He also loves being outnumbered by his wife and two daughters, Heather, Hazel, and Ruby.
Street Cred:
- Trusted source in the financial media. Visit the press page for access to videos, articles, and more.
- Co-author of The Millennial Money Fix (Career Press, 2017).
- CNBC Digital Financial Advisor Council.
- Investopedia Top Most Influential Financial Advisors, 2018-2023.*
- CFP Board Ambassador for New York.
- InvestmentNews “40 Under 40”, 2016.*
- Forbes Top Next-Generation Wealth Advisors, 2018, 2019*
- NexGen Director, Financial Planning Association of New York, 2018.
*Please click here for more information and disclosures regarding advisor awards.
MARIE WEITZMAN
Vice President
With a background in client service and in operations management, Marie joined Bone Fide Wealth after several years of experience in the boutique wealth management field. She strives to provide outstanding customer service, ensuring clients always receive thorough answers in a timely fashion. Marie also specializes in employing her exceptional organizational skills to manage client projects and firm efficiency. As a Millennial, Marie is an advocate of and believer in the firm’s message of spreading financial literacy to a group of rising professionals, assisting with Douglas’s marketing plans.
Originally from Virginia, Marie received her Bachelor’s of Arts from the University of Virginia and moved to New York City after graduation. Marie now lives with her husband Andrew, son Ben and their golden retriever, Jeter, in New Jersey and loves to bake in her free time. Marie can be seen both around the office and at home organizing everything in sight in the best way possible, drawing inspiration from Pinterest, industry trends, and HGTV.
CLIFFORD CORNELL, CFP®
Associate Financial Advisor
Cliff joined Bone Fide Wealth in 2021 as a graduate of Muhlenberg College, receiving his bachelor’s degree in finance. In addition to assisting Douglas and Marie in all aspects of the firm’s operations, Cliff is responsible for developing the firm’s next generation of clients.
In becoming one of the youngest Certified Financial Planners in the country, Cliff is uniquely positioned to work with his peers, Gen Z. Upon passing the CFP® Board Exam, Bone Fide Wealth launched the Young Money Plan. A financial planning engagement tailored specifically to young professionals. Cliff pairs this approach with his newsletter, Yield to Maturity, where he writes on topics related to Gen Z and finance.
HEATHER BONEPARTH
Director of Business and Legal Affairs
Heather *officially* joined Bone Fide Wealth in 2023, after years of unofficial support offered during late nights and early mornings in the Boneparth household. She brings more than 12 years of experience in the insurance industry, where she most recently served as an assistant general counsel for a Fortune 100 company. Now, Heather manages Douglas’s internal and external business relationships, while aiming to develop and enhance his platforms for thought leadership.
Heather is a lawyer by trade but a writer by heart. She co-authored The Millennial Money Fix with Douglas while on maternity leave following the birth of their first daughter. Her newsletter, Our Tiny Rebellions, searches for greater meaning behind women’s little wins and losses.